Description Robert Half is seeking a Customer Service Representative for our client, a reputable insurance company in San Diego, California. This role focuses on delivering exceptional customer service while efficiently managing insurance application processes and maintaining client relationships.Responsibilities:
Processing insurance applications accurately using Salesforce.
Answering high-volume inbound calls and providing detail-oriented correspondence via phone and email.
Reviewing applications to ensure all requirements are met before submission to the insurance carrier.
Monitoring customer accounts and taking necessary actions to maintain account compliance.
Coordinating with vendors for timely follow-ups and issue resolution.
Collaborating with team members to meet departmental goals and provide ongoing support.
Maintaining high standards of data entry and order entry accuracy.
Ensuring a smooth and efficient application process for agents from start to finish.
Requirements
Requirements:
Minimum of 1 year of experience in a customer service role, preferably within the insurance industry.
Proficiency in answering inbound calls with professionalism and attention to detail.
Strong skills in customer service and client relationship management.
Demonstrated competence in data entry and order processing.
Ability to handle email correspondence effectively.
Experience managing both inbound and outbound calls.
Knowledge of order entry procedures and general office administration tasks.
Familiarity with Salesforce or similar CRM systems is preferred.
TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .